Bookkeeping for Newport Beach Businesses
Bookkeeping, payroll, and financial reporting for Newport Beach businesses. Accurate monthly numbers from a nearby Orange County firm.
What We Handle
Newport Beach businesses tend to carry more financial complexity than their size might suggest. Professional practices with multiple locations, investment portfolios held across several LLCs, restaurants with seasonal revenue swings. The books for these operations need consistent, accurate attention every single month.
We’re based in Buena Park, about 15 minutes north. We provide bookkeeping, payroll, and financial management for Newport Beach businesses that need a professional handling their numbers without the cost of a full-time hire. Everything runs through QuickBooks and happens on a set monthly schedule so nothing falls through the cracks.
Monthly Bookkeeping
Monthly Bookkeeping
Full-service bookkeeping that covers transaction categorization, bank and credit card reconciliation, monthly close, and financial reporting. You get a clean P&L and balance sheet every period so you know exactly where your business stands.
Payroll Processing
Payroll Processing
Pay runs processed on your schedule with tax deposits, quarterly filings, and year-end W-2s and 1099s. Your team gets paid correctly and on time without you tracking every deadline yourself.
Sales Tax Filing
Sales Tax Filing
California sales tax compliance for Newport Beach retail, restaurants, and any business collecting tax. We track the rates, calculate what’s owed, and file on time so you avoid penalties from late or incorrect submissions.
Catch-Up Bookkeeping
Catch-Up Bookkeeping
If your books haven’t been touched in months or longer, we start here. We reconstruct what’s missing, clean up the backlog, and deliver a solid starting point before moving into regular monthly service.
Newport Beach Businesses We Work With
The business mix in Newport Beach runs from medical offices along San Miguel Drive to restaurants on the peninsula to real estate firms managing portfolios across the county. We provide medical practice bookkeeping in Orange County and work with a range of industries, but the common thread is businesses that have outgrown spreadsheets and need someone who can manage the financials properly.
Our founder spent 35 years in banking, accounting, and business operations before starting this firm. That background means we understand how businesses actually run, not just how to categorize transactions. We bring that perspective to every client we work with in Newport Beach.
Medical and Dental Practices
Medical and Dental Practices
Newport Beach has a high concentration of private medical and dental offices. We handle the financial side of these practices, from tracking insurance receivables and patient balances to managing multi-location overhead and provider compensation structures.
Real Estate Investors
Real Estate Investors
Property portfolios in Newport Beach often span multiple LLCs and entity types. We provide bookkeeping for real estate investors and track rental income, property expenses, mortgage activity, and capital improvements across each entity so your accountant has clean numbers at tax time.
Restaurants and Hospitality
Restaurants and Hospitality
The dining scene along PCH and the Balboa Peninsula runs on tight margins. We track food cost, labor, tip reporting, and daily sales so owners can see what’s actually profitable and what needs attention before a slow month turns into a real problem.
Retail and E-commerce
Retail and E-commerce
Boutique shops near Fashion Island, Corona del Mar Village, and Lido Marina. Plus online sellers based in Newport Beach who need inventory accounting and multi-channel sales tracking handled by someone who understands the volume.
Frequently Asked Questions
You're in Buena Park. Why would a Newport Beach business work with you?
We're about 15 minutes away on the 405 or Beach Boulevard. Close enough to meet when it matters, but most of our work happens digitally regardless. What matters more than address is whether your bookkeeper actually knows what they're doing.
What does monthly bookkeeping cost?
Starting at $199 per month. We quote a flat rate after looking at your monthly expense volume and the complexity of your books. No hourly billing that keeps climbing.
Do you work with businesses that have multiple entities?
Yes. We currently manage the books for 11 separate entities under one healthcare group. Multi-entity structures with different entity types are something we handle regularly.
My books are months behind. Can you help?
That's how most client relationships start. We do the catch-up work to get everything current and accurate, then move into ongoing monthly bookkeeping to keep it that way.
Do you handle payroll and California employment taxes?
Yes. Full payroll processing including tax deposits, quarterly filings, W-2s, and 1099s. We also handle new employee onboarding paperwork if you need it.
Orange County's Small Business Bookkeeper
The Next Step:
A Short Conversation
Tell us about your business and what you need help with. We'll listen, ask a few questions, and give you a straightforward quote with no surprises.
